Bloomberg Anywhere Login

Bloomberg

Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world.

Company

Financial Products

Enterprise Products

Media

Customer Support

  • Americas

    +1 212 318 2000

  • Europe, Middle East, & Africa

    +44 20 7330 7500

  • Asia Pacific

    +65 6212 1000

Communications

Industry Products

Media Services

Follow Us


August 03, 2015 3:45 AM ET

Capital Markets

Company Overview of F-Squared Investments, Inc.

Company Overview

F-Squared Investments, Inc. is a privately owned investment manager. The firm primarily provides its services to other investment advisers. It also caters to individuals, high net worth individuals, and pension and profit sharing plans. The firm provides index management services. It manages separate client-focused equity, fixed income, and multi-asset portfolios. The firm invests in the public equity, fixed income, and alternative investment markets across the globe. It makes all its investments through exchange-traded funds. The firm invests in small-cap stocks of companies across diversified sectors. For the fixed income portion of its portfolio, the firm invests in diversified portfolios...

80 William Street

Suite 400

Wellesley, MA 02481

United States

Founded in 2008

Phone:

781-772-2777

Fax:

781-772-2780

Key Executives for F-Squared Investments, Inc.

Chief Executive Officer, Member of Board of Managers, Member of Advisory Board, Chair of Nominating and Governance Committee, and Member of Index Investment Committee
Co-Founder, Director of Business Development, Vice Chairman, Board Member, Co-Chairman of Investment Committee, and Member of Advisory Committee
Age: 69
Managing Director of Quantitative Analysis and Member of Investment Committee
Age: 55
Managing Director, Chief Financial Officer, and Chief Operating Officer
Managing Director, Chief Compliance Officer, and Counsel
Compensation as of Fiscal Year 2015.

F-Squared Investments, Inc. Key Developments

F-Squared Reportedly Up For Sale

F-Squared Investments, Inc. is reportedly up for sale. PL Advisors has reportedly been hired to look for buyers. A spokesman for F-Squared declined to comment. A representative for PL Advisors could not be reached.

F-Squared Resolves Investigation with SEC

F-Squared Investments announced a resolution of the previously disclosed U.S. Securities and Exchange Commission (SEC) investigation. The Settlement Order is focused on the firm’s marketing and advertising of historical index performance data, for the period 2001 – 2008. F-Squared will pay a $5 million civil penalty and disgorge $30 million in profits to resolve the case. F-Squared has also agreed to retain the services of an independent compliance consultant it voluntarily hired at the beginning of 2014 for an additional nine months.

F-Squared Investments Announces Executive Changes

F-Squared Investments announced the appointment of Laura Dagan as Chief Executive Officer. Dagan was an early investor in F-Squared and has been a member of the firm's Board of Managers since November 2011. She succeeds Howard Present, who announced his decision to leave the firm. Dagan brings significant executive leadership, investment and governance experience to her new role. She previously served as Chairman, and prior to that CEO, of Dwight Asset Management Company. As CEO of F-Squared, Dagan will lead an innovative, $28 billion investment advisory firm with more than 170 professionals. Dagan will also serve as co-chair of the firm's investment committee with Richard Weed, Managing Director, Investments.

Similar Private Companies By Industry

Company Name Region
Odeon Capital Group LLC, Research Division United States
Holbrook Capital LLC United States
Cogent Valuation United States
MAS Acquisition XXXVIII Corp. United States
Trading Weapon.com United States

Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
 

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
Lawyers Committee for Civil Rights Under Law United States
NYC2012, Inc. United States
Bertelsmann AG Europe
Rush University United States
Greater Houston Partnership United States

Sponsored Financial Commentaries

Sponsored Links

Report Data Issue

To contact F-Squared Investments, Inc., please visit www.f-squaredinvestments.com. Company data is provided by Capital IQ. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at bwwebmaster@businessweek.com.